401(k) · DOL Form 5500 · 2022
Southern California Permanente Medical Group 401(k) Plan
Data updated 2026-08-25
- $4.7B
- Total assets Very large vs avg
- 17,255
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $272,137
- Avg per participant High balance/head
Official DOL plan name: The 401(k) Plan for Permanente Medical Groups · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$4.7B in assets, 17,255 participants
Southern California Permanente Medical Group's The 401(k) Plan for Permanente Medical Groups reported $4.7B in total assets and 17,255 participants in its 2022 DOL Form 5500 filing, ranking in the 100th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #20,036 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
The 401(k) Plan for Permanente Medical Groups covers 17,255 participants in California, 27x the typical California plan (state average ~630 per filing). Assets: $4.7B.
- #20,036
- in Healthcare & Social Assistance (20,060 peers)
- -14.9%
- assets change YoY
- 47×
- vs typical plan assets (national mean)
The plan reported a net loss of $823M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The 401(k) Plan for Permanente Medical Groups's outsized position by total assets
The 401(k) Plan for Permanente Medical Groups vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,695,724,053 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The 401(k) Plan for Permanente Medical Groups's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The 401(k) Plan for Permanente Medical Groups is a mega filing (17,255 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 951750445 · Southern California Permanente Medical Group PY 2022 · 401(k)
The 401(k) Plan for Permanente Medical Groups · $4.7B · 17,255 · 100th
- EIN $4.7B
- EIN 17,255
- EIN 100th
- EIN 401(k)
- EIN near Huntington Ingalls Industries Savings Plan
- EIN ind #20036
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
The 401(k) Plan for Permanente Medical Groups in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5.5B |
|---|---|
| Net Assets (End of Year) | $4.7B |
| Net Income | -$823M |
| Employer EIN | 951750445 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern California Permanente Medical Group)
Sponsor-wide plan assets over time
All Southern California Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $26.2B 38.68158466521406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 81,226 | $18.9B |
| 2023 | 5 | 83,002 | $20.9B |
| 2024 | 7 | 116,967 | $26.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for The 401(k) Plan for Permanente Medical Groups
The 401(k) Plan for Permanente Medical Groups reports $4.7B in end-of-year assets across 17,255 participants (0.038% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $272,137 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2022 was -$823M.
This plan identity (EIN 951750445, plan #009) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.7B to $6.5B (+39.2%) while covered participants moved from 17,255 to 18,392 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,255 | $4.7B | This page |
| 2023 | 17,083 | $5.6B | Open filing |
| 2024 · index core | 18,392 | $6.5B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan for Scpmg (Defined Benefit (Pension), $8.4B, 50,341 participants)
- Scpmg Keogh Plan (Profit Sharing, $7.9B, 10,749 participants)
- The 401(k) Plan for Permanente Medical Groups (401(k), $6.5B, 18,392 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg (Money Purchase, $899M, 6,452 participants)
The 401(k) Plan for Permanente Medical Groups's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Huntington Ingalls Industries Savings Plan in VA ($4.7B); by covered participants it is United Rentals 401(k) Investment Plan in CT (17,244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.7B here).
- Huntington Ingalls Industries Savings Plan (VA) $4.7B · 25,250
- Aep Retirement Savings 401(k) Plan (OH) $4.7B · 16,985
- Deseret 401(k) Plan (UT) $4.7B · 23,455
- Bd 401(k) Plan (NJ) $4.7B · 24,483
Similar participant headcount
Nearest other-state filings by covered participants (17,255 participants); asset peers above are excluded.
- United Rentals 401(k) Investment Plan (CT) 17,244 · 11 off
- Amerisourcebergen Employee Investment Plan (PA) 17,273 · 18 off
- Isolved 401-K Plan (NJ) 17,275 · 20 off
- Learning Care Group Retirement Savings Plan (MI) 17,231 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.